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China Banking News

CBaN Editor

Critical intelligence on China's economy read by the world's leading hedge fund managers and global macro investors.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues221SubscribersRead chinabankingnews.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

China's top financial mission is funding sovereign tech independence

In this briefing for Friday, 21 November, 2025:

12 days ago
3
0

How China's exports triumphed over Trump's Liberation Day headwinds

China’s export levels have held up remarkably well in 2025, despite the tremendous headwinds unleashed by the Liberation Day tariffs announced by the Trump administration at the start of April.

20 days ago
9
0

Bank of China says Trump is driving the US dollar's downfall

The top economist at one of China’s big state-owned banks says Trump’s second term in office is having a transformative impact on the global monetary system, by despoiling the credibility of the US dollar as reserve currency.

a month ago
10
1

15th Five Year Plan set to drive China’s deficit-to-GDP ratio north of 4%

One of China’s leading economists says the 15th Five Year Plan (2026 - 2030) will see Beijing dramatically step up debt-fuelled fiscal expenditures, in a bid to satisfy ambitious long-term growth targets.

a month ago
9
0

Authors

The writers behind this newsletter.

  • CBaN Editor

    Critical intelligence on Chinese economic and financial policy.

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